We came across a bullish thesis on Pagaya Technologies on MVC Investing’s Substack by M. V. Cunha. As of 14ᵗʰ July, Pagaya ...

We came across a bullish thesis on Chord Energy Corporation on Stock Analysis Compilation’s Substack. In this article, we ...

We came across a bullish thesis on Global Blue Group Holding AG on Iceman Capital’s Substack. In this article, we will ...

However, this has created a unique opportunity for homebuilders like Lennar Corporation, which can provide available homes.

Headwaters Capital Management, an investment management company, released its second-quarter 2025 investor letter.

Oakmark Funds, advised by Harris Associates, released its “Oakmark Equity and Income Fund” Q2 2025 investor letter. A copy of ...

Oakmark Funds, advised by Harris Associates, released its “Oakmark Equity and Income Fund” Q2 2025 investor letter. A copy of the letter can be downloaded here.

Oakmark Funds, advised by Harris Associates, released its “Oakmark Equity and Income Fund” Q2 2025 investor letter. A copy of ...

Oakmark Funds, advised by Harris Associates, released its “Oakmark Global Fund” second quarter 2025 investor letter.

Oakmark Funds, advised by Harris Associates, released its “Oakmark Global Fund” second quarter 2025 investor letter.

Black Bear Value Partners, an investment management firm, published its second-quarter 2025 investor letter. A copy of the ...

We came across a bullish thesis on Amcor plc on Valueinvestorsclub.com by singletrack. In this article, we will summarize the ...